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The rules regarding social security in a national context are complicated. The rules regarding social security in an international context are even more complicated. After all, considering that multiple countries are involved, each with their own interpretation and implementation of social security, the question arises whether or not the assignee and any family members can appeal to social security and if so, in which country and to which kind of security. 

In this part of the Portal, the general principles of cross-border Social Security Compliance within the EU/EEA/Swiss region will be explained.

Lessons

Learning Objectives

Specifics

Part 1

Collecting Relevant Information

  • Understanding the importance of social security for the world order;

  • Knowing that every country has its own social security system;

  • Understanding why social security in an international context is complicated;

  • Understanding why countries enter into agreements with each other regarding social security across country borders;

  • Understanding the importance of a step-by-step approach towards establishing the social security status of international assignees; 

  • Knowing what is meant by country of origin, country of employment, country of residence, employer;

  • Knowing what is meant by "The scope of applicability";

  • Knowing what is meant by "Being subject to social security";

  • Understanding the difference between determination rules and allocation rules.

Duration videos (3): 30 minutes

Number of pages handbook: 11

Number of quizzes: 9 

Part 2

The Scope of EU Regulation 883/2004

  • Understanding why countries enter into mutual agreements on social security in cross-border work relations;

  • Understanding the difference between multilateral and bilateral social security treaties;

  • Understanding the relevance of EC Regulation 883/2004;

  • Knowing what is meant by "the scope of applicability" of EC Regulation 883/2004;

  • Understanding what is meant by the "personal, territorial and material scope";

  • Being able to apply the concept of the scope of applicability in standard practice cases.

Duration video: 13 minutes

Number of pages handbook: 3

Number of quizzes: 3

Part 3

The EU Posted Worker

  • Understanding the tenet of Determination Rules within the framework of EC Regulation 883/2004;

  • Knowing what the main rule is and what the exceptions are. 

  • Understanding the concept of Posted Worker, its conditions and implications;

  • Understanding that the scope of the determination rules does not comprise the determination of mandatory insurance coverage itself, but only the appointment of the applicable legislation.

Duration videos (2): 25 minutes

Number of pages handbook: 8

Number of quizzes: 6

Part 4

The Multistate Worker

  • Understanding the tenet of Determination Rules within the framework of EC Regulation 883/2004;

  • Knowing what the main rule is and what the exceptions are. 

  • Understanding the concept of the Multi-State Worker, its conditions and implications;

  • Understanding that the scope of the determination rules does not comprise the determination of mandatory insurance coverage itself, but only the appointment of the applicable legislation.

Duration video: 10 minutes

Number of pages handbook: 5

Number of quizzes: 5


The courses come in different forms:

  • The Crash Course: video lesson only,

  • The Refresher Course: ongoing testing of your knowledge,

  • The In-depth Training: the Expatise Handbook, Video lesson, and quizzes.

 

You can choose any option to customize your preference.

Once you have fulfilled the required conditions and completed the course, a downloadable Expatise Certificate of Achievement appears on the dashboard of your learning environment. If you want to receive more information about this certification, please get in touch with us via learning@expatise.academy.

Access to the EU Social Security Compliance Courses

 

Click here for information about the Expatise Membership Subscription and Licensing Model to access the Expatise Educate Yourself Portal.

To access the Global Immigration Compliance courses, click here:

The license duration to use the courses is 365 days from the first login onwards. 

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